A credit check, when executed, may result in the customer order receiving a blocked state. The circumstances of all such orders should be investigated to ensure that the blocking is valid for legitimate credit reasons. In the event of an error, or when credit conditions allow, a credit-blocked customer order can be released in the Handle Blocked Customer Orders window. To unblock a credit-blocked customer the Credit Blocked check box on the Customer/Credit Info tab must be cleared. The credit limit may be increased to avoid credit blocking the customer order again.
By selecting Release Blocked Order, the order will be released and can be further processed but may possibly be blocked again later in the customer order flow.
For more details on how the credit check is executed and when it occurs refer to the About Credit Control in Customer Order document.
A similar check exists for advance invoices which have not received full payment when the Advance Invoice Full Payment check box has been selected for that customer. In this case, when a customer order is released, or when executing Create Customer Order Reservations or Reserve Customer Orders, the customer order automatically gets blocked and is sent to the Handle Blocked Customer Orders window. Once a blocked customer order is sent to this window, it has to be manually released to continue processing.
If credit-blocking and advance invoice payment check blocking occurs at the same time, the priority will be given to the latter.
A similar check will be done for prepayment based invoice functionality. If the amount paid is less than the required prepayment amount, the customer order will get blocked when it is released and reserved.
On the inter-site order flow, when both external and internal customer orders are blocked due to a credit fail in the external customers, you must first release the external customer order credit block. The internal customer order is then automatically released from credit block.
Customer orders can be blocked manually. Manual blocking can be done in planned, release, reserved, picked and partially delivered statuses. By selecting Release Blocked Order, the order will be returned to its previous state.
On the inter-site order flow, when the external customer order is manually blocked the system will automatically block the internal customer order. When both external and internal customer orders are blocked, you must first release the external customer order. The internal customer order is then automatically released from manually blocking.
Handle Blocked Customer Orders
Handle Blocked Customer Orders